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Wind Energy Market – China
August 2014
2WIND ENERGY MARKET IN CHINA 2014.PPT
Executive Summary
Market
Drivers &
Challenges
Competition
Global cumulative install...
3
•Market Overview
• Global
• China
•Major Wind Power Bases
•Drivers & Challenges
•Government Initiatives
•Trends
•Mergers...
4
Cumulative installed wind power capacity has witnessed
steady growth over the past years
D
C
B
A
0
GW
x
2013
a14
2012
a1...
5
SAMPLE
In 2013, newly installed capacity in China accounted for x%
of the global annual wind power capacity
• XX
• XX
• ...
6
SAMPLEDomestic Market – Overview (2/x)
B
A
0
GW
x
2013
a8
2012
a7
2011
a6
2010
a5
2009
a4
2008
a3
2007
a2
2006
a1
China ...
7
East Inner Mongolia region is expected to build x wind
power plants with a total capacity of x GW by 20--
• XX
• XX
• XX...
8
SAMPLE
Electricity demand projected to grow at x% CAGR during 20-
- - -- is poised to drive wind energy growth in China
...
9
Growing emphasis on renewable energy to act as a major
growth driver for the wind energy market in China
• AA
• AA
• AA
...
10
SAMPLE
Weak grid connectivity to have an adverse impact on the
Chinese wind energy market
• XX
• XX
• XX
Weak Grid Conn...
11
SAMPLE
Several policies have been adopted by the Chinese
government..
National
Initiatives
Industrial Policy
• XX
• XX
...
12
SAMPLE
… wind turbine generator system manufacturing, project
construction costs, quality assurance and installation
St...
13
The market was mainly dominated by domestic companies
in 20--
• XX
• XX
• XX
• XX
• XX
• XX
Development of Domestic Man...
14
SAMPLEMergers & Acquisitions (M&A)/Private Placement (6/x)
Announced Date Closed Date Transaction Type Target Buyer/Inv...
15
SAMPLEInvestment Overview (1/x)
Datang International Power Generation Co. Ltd. – Investment Overview
Dongfang Electric ...
16
SAMPLEMarket Competition – Porter’s Five Forces Analysis
• XX• XX • XX
• XX
• XX
Bargaining Power of Suppliers
Threat o...
17
SAMPLECompetitive Benchmarking (1/x)
Public Trading Comparables (FY 2013)
Company A Company B Company C
Market Capitali...
18
SAMPLEKey Ratios of Top 3 Companies – Operational Basis (FY 2013) (2/3)
Competitive Benchmarking (3/5)
Y
X
0
%
Company
...
19
SAMPLE
Key People
Products and Services
Company Information Locations – China
Corporate Address
XX
Tel No. XX
Fax No. X...
20
SAMPLE
Financial Snapshot Key Ratios
Financial Summary
• XXX
Financial Summary
Profit / LossTotal Income
10,92410,248
1...
21
SAMPLEKey Business Segments Key Geographic Segments
Key Recent Developments
Description News
Overview • XX
Reserves • X...
22
SAMPLE
•XX •XX
•XX•XX
TO
WS
Public: Domestic Company – Player A (4/4)
OIL AND GAS MARKET IN CHINA 2014.PPT
Strength Wea...
23
SAMPLE
Private: Domestic Company – Player B (1/3)
Key People
Products and Services
Company Information Locations – Chin...
24
SAMPLE
Description News
Overview XX
Certification XX
Project Development XX
Key Recent Developments
Private: Domestic C...
25
SAMPLE
•XX •XX
•XX•XX
TO
WS
Private: Domestic Company – Player C (3/3)
WIND ENERGY MARKET IN CHINA 2014.PPT
26
SAMPLEStrategic Recommendations
Focus on AA Sector
• XX
AAAAAA
Focus on BB Sector
• XX
CC
• XX
OIL AND GAS MARKET IN CH...
27
Thank you for the attention
About Netscribes
Netscribes is a knowledge-consulting and solutions firm with clientele acr...
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Market Research Report : Wind Energy Market in China 2014 - Sample

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Abstract:
Netscribes latest market research report titled Wind Energy Market in China 2014 analyses how the renewable energy sector is gaining importance in China and how wind energy has become an indispensable part of this sector. With the gap in demand and supply of energy increasing at a steady pace, it has become necessary to look beyond conventional sources for generating energy. This has led to a shift in focus from thermal power plants to renewable sources of energy. With wind energy related equipment being the easiest and least expensive to set up among the various types of renewable energy, the latter has emerged as the fastest growing segment. Mandate of reduced carbon footprint under the 12th FYP to act as a major growth driver for the wind energy market. However, Weak grid connectivity to have an adverse impact on the Chinese wind energy market.
Several policies have been adopted by the Chinese government to promote the development of large scale wind power bases in China. Ministry of Finance has promulgated several policies to encourage wind power production in 2008. Growing dominance of domestic companies in the wind power market has emerged as a major trend in China. The market is characterized by high competition among players. Market players are focusing on the development of off-shore wind power. Wind power capacity has witnessed steady growth over the past years and is on the way to become as a major source of power generation in the future.
Coverage
Overview of Wind energy market in China and historical and forecasted wind power installed capacity over FY 2006 to FY 2018e
An Overview of planned wind power bases, Construction and targets
Qualitative analysis of market drivers, challenges, key trends and regulatory measures taken by the government
Overview of the direct investment scenario of major domestic and foreign companies
Analysis of the competitive landscape and detailed profiles of major players

Published in: Business
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Market Research Report : Wind Energy Market in China 2014 - Sample

  1. 1. Wind Energy Market – China August 2014
  2. 2. 2WIND ENERGY MARKET IN CHINA 2014.PPT Executive Summary Market Drivers & Challenges Competition Global cumulative installed wind power capacity is expected to reach x GW growing with a CAGR of a% during 20-- - -- Wind power cumulative installed capacity in China is expected to reach around y GW in 20-- growing with a CAGR of b% between 20-- and 20-- Major Players Company A Company B Company C Company D Government Initiatives Key Policies to Develop Wind Power National Renewable Energy Law National Initiatives Different Level Key Policies Drivers:  Growing Energy Demand  Untapped Potential  High Investment Potential  Reduction in CO2 Emission Challenges:  Oversupply Condition  Tariff Constraints  Lack of Grid Connectivity Off-Shore Wind Power Development Development of Domestic Manufacturers Reliance on Coal-fired Power Plants Trends
  3. 3. 3 •Market Overview • Global • China •Major Wind Power Bases •Drivers & Challenges •Government Initiatives •Trends •Mergers & Acquisitions •Investment Scenario •Competitive Landscape •Strategic Recommendation •Appendix WIND ENERGY MARKET IN CHINA 2014.PPT
  4. 4. 4 Cumulative installed wind power capacity has witnessed steady growth over the past years D C B A 0 GW x 2013 a14 2012 a13 2011 a12 2010 a11 2009 a10 2008 a9 2007 a8 2006 a7 2005 a6 2004 a5 2003 a4 2002 a3 2001 a2 2000 a1 Global Cumulative Installed wind Capacity: Historical Data • Global cumulative installed wind power capacity is expected grow at CAGR of x%, to reach a GW by the end of 20-- • By the end of 20-- , six countries had more than 10 GW cumulative installed capacity including China , US, Germany ,Spain, India and UK • Asia now leads ahead of other regions within the global wind market  Asian market is expected to grow at an annual cumulative capacity rate of more than x% over the coming five years • Top ten companies account for x% share of the global wind energy market in 20-- Global Market – Overview (1/x) Global Market Share (2013) c h a d g f e b j i g c f i j h e d b a WIND ENERGY MARKET IN CHINA 2014.PPT
  5. 5. 5 SAMPLE In 2013, newly installed capacity in China accounted for x% of the global annual wind power capacity • XX • XX • XX • XX • XX • XX Domestic Market – Overview (1/x) New Installed Capacity: Top 5 Provinces (2013) Rank: Cumulative Installed Capacity (2013)Rank: New Installed Capacity(2013) A5 A4 A3 A2 A1 0 GW India a5 Spain a4 Germany a3 USA a2 PR China a1DD CC BB AA 0 GW Canada E India D UK C Germany B PR China A 48.5% 5.5%8.0% 8.1% 10.2% 19.6% Others Ning Xia Shan Dong Shan Xi Inner Mongolia Xin Jiang WIND ENERGY MARKET IN CHINA 2014.PPT
  6. 6. 6 SAMPLEDomestic Market – Overview (2/x) B A 0 GW x 2013 a8 2012 a7 2011 a6 2010 a5 2009 a4 2008 a3 2007 a2 2006 a1 China Installed Wind Capacity: Historical Data China Installed Wind Capacity: Forecasted Data C B A 0 x1 2018e aa5 2017e aa4 2016e aa3 2015e aa2 2014e aa1 Cumulative Installed Capacity 0 20 40 60 y1 2018e bb5 2017e bb4 2016e bb3 2015e bb2 2014e bb1 Annual Installed Capacity Annual installed wind power capacity in China is expected to reach AA GW by 20-- Cumulative Installed Capacity B A 0 GW z y 2013 b8 2012 b7 2011 b6 2010 b5 2009 b4 2008 b3 2007 b2 2006 b1 New Installed Capacity WIND ENERGY MARKET IN CHINA 2014.PPT
  7. 7. 7 East Inner Mongolia region is expected to build x wind power plants with a total capacity of x GW by 20-- • XX • XX • XX • XX • XX • XX • XX • XX East Inner Mongolia Base – Overview Wind Power Target Planned Construction (20--) Base Unit Capacity Cost (USD/Kw) 20--e 20--e 20--e XX 1,119.4 1,074.62 1,044.77 East Inner Mongolia – Unit Capacity Cost Coverage Area XX Location Units Capacity (GW) AA 24 6.75 BB 16 7.45 CC 11 3.85 DD 4 1.6 EE 1 0.15 D C B A 0 GW X 2020 (planned) A3 2015 (planned) A2 2010 (installed) A1 Note: m/s – Meters/second WIND ENERGY MARKET IN CHINA 2014.PPT
  8. 8. 8 SAMPLE Electricity demand projected to grow at x% CAGR during 20- - - -- is poised to drive wind energy growth in China Growing Energy Demand (2/x) Note: Mtoe – Mn tonnes of oil equivalent; Production in TWh (Tera Watt Hours); Power Capacity in GW; HP: Hydro Power; WP: Wind Power; CFP: Coal Fire Power Electricity Demand Expected Wind Power Role (2050) GFEDCBA0 Production Yy1 y2 y3 y4 y5 Power Capacity Xx1 x2 x3 x4 x5 Hydro PowerWind PowerPVNuclearOthers B A 0 Twh x 2035 b6 a6 2030 b5 a5 2025 b4 a4 2020 b3 a3 2015 b2 a2 2008 b1 a1 ChinaWorld WIND ENERGY MARKET IN CHINA 2014.PPT
  9. 9. 9 Growing emphasis on renewable energy to act as a major growth driver for the wind energy market in China • AA • AA • AA • AA • AA • AA • AA • AA • AA Focus on Renewable Energy Impact Category 20-- – 20-- (USD bn) Solar Water Heater and Surface Geothermal Energy x1 Biomass x2 Solar Power x3 Wind Power x4 Others X Investment Potential (12th FYP)Renewable Energy Targets D C E 0% B A GW 226 A1 A2 A4A3 2009 2020e 362 B1 B2 B3 B4 WIND ENERGY MARKET IN CHINA 2014.PPT Solar PV Hydro PowerWind Power Biomass Power
  10. 10. 10 SAMPLE Weak grid connectivity to have an adverse impact on the Chinese wind energy market • XX • XX • XX Weak Grid Connectivity Impact X XX XX XX • Transportation of wind-generated energy requires high investment in the latest generation of ultra-high voltage (UHV) transmission lines • Growing investment in wind power generation without grid connectivity to absorb the generated power has emerged as a major challenge to the wind energy market in China WIND ENERGY MARKET IN CHINA 2014.PPT
  11. 11. 11 SAMPLE Several policies have been adopted by the Chinese government.. National Initiatives Industrial Policy • XX • XX • XX • XX • XX • XX • XX • XX Standards Setting • XX • XX • XX • XX • XX • XX • XX • XX WIND ENERGY MARKET IN CHINA 2014.PPT
  12. 12. 12 SAMPLE … wind turbine generator system manufacturing, project construction costs, quality assurance and installation Standard Name Standard Number X -- X -- X -- X -- X -- X -- X -- X -- X -- 4. Wind Energy Technical Standards – Summary (2/x) WIND ENERGY MARKET IN CHINA 2014.PPT
  13. 13. 13 The market was mainly dominated by domestic companies in 20-- • XX • XX • XX • XX • XX • XX Development of Domestic Manufacturers Growing domestic participation in equipment manufacturing Market Share – New Installed Capacity 1009080706050403020100 a3 2006 x1 x2 x2 % 2009 c1 c2 2008 b1 b2 2007 a1 a2 Joint Ventures Foreign-funded Enterprises in China Chinese Brands Market Share (20--) x y OthersTop 10 Companies a Chinese Companies WIND ENERGY MARKET IN CHINA 2014.PPT
  14. 14. 14 SAMPLEMergers & Acquisitions (M&A)/Private Placement (6/x) Announced Date Closed Date Transaction Type Target Buyer/Investors Sellers Deal Size (USD mn) -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- Note: Data for 2013 and 2014 WIND ENERGY MARKET IN CHINA 2014.PPT
  15. 15. 15 SAMPLEInvestment Overview (1/x) Datang International Power Generation Co. Ltd. – Investment Overview Dongfang Electric Corporation Ltd. – Investment Overview Note: Data for 2013 – 14 CFE D A B Materials Consumer Discretionary Financials Energy Industrials Utilities X Y Electric Utilities Independent Power And Renewable Electricity B C A Information Technology Utilities Industrials Y X Engines and Turbines Motors and Generators WIND ENERGY MARKET IN CHINA 2014.PPT
  16. 16. 16 SAMPLEMarket Competition – Porter’s Five Forces Analysis • XX• XX • XX • XX • XX Bargaining Power of Suppliers Threat of New Entrants Competitive Rivalry Bargaining Power of Buyers Threat of Substitutes Impact X Impact X Impact XImpact X Impact X OIL AND GAS MARKET IN CHINA 2014.PPT
  17. 17. 17 SAMPLECompetitive Benchmarking (1/x) Public Trading Comparables (FY 2013) Company A Company B Company C Market Capitalization (USD mn) - - - Share Price (USD) - - - EV/EBITDA (x) - - - EV/Revenue (x) - - - PE Ratio - - - Note: Top 3 Public companies based on the Market Capitalization; Market Capitalization is as on 25/06/20--, Share Price is as on 25/06/20-- and PE ratio is as on 24/06/20-- OIL AND GAS MARKET IN CHINA 2014.PPT
  18. 18. 18 SAMPLEKey Ratios of Top 3 Companies – Operational Basis (FY 2013) (2/3) Competitive Benchmarking (3/5) Y X 0 % Company C y3x3 Company B y2x2 Company A y1 x1 Return on Capital EmployedReturn on Equity Z Y X 0.0 Company C x3 Company B x2 Company A x1 Current Ratio •XX •XX •XX •XX •XX OIL AND GAS MARKET IN CHINA 2014.PPT
  19. 19. 19 SAMPLE Key People Products and Services Company Information Locations – China Corporate Address XX Tel No. XX Fax No. XX Website XX Year of Incorporation XX Ticker Symbol XX Stock Exchange XX Category Products/Services Oil and Gas XX Oil Refining XX Petrochemicals XX Services XX Name Designation Chunguang Li XX Xinhua Wang XX Xiyou Cai XX Houliang Dai XX Headquarters Public: Domestic Company – Company A (1/4) OIL AND GAS MARKET IN CHINA 2014.PPT
  20. 20. 20 SAMPLE Financial Snapshot Key Ratios Financial Summary • XXX Financial Summary Profit / LossTotal Income 10,92410,248 11,61510,887 0 5,000 10,000 15,000XX XX XX 0 2011 398,831.9 2010 291,179.1 447,424.0 Total Income USD mn Profit USD mn 2013 477,133.8 2012 Indicators Value (26/06/20--) Market Capitalization (USD) XX Total Enterprise Value (USD) XX EPS (USD) XX PE Ratio (Absolute) XX Particulars y-o-y change (2013-2012) 2013 2012 2011 2010 Profitability Ratios Operating Margin -0.15 3.38% 3.53% 4.19% 6.11% Net Margin 0.00 2.29% 2.29% 2.91% 3.74% Profit Before Tax Margin 0.04 3.29% 3.25% 4.16% 5.40% Return on Equity -1.02 10.64% 11.66% 14.43% 15.91% Return on Capital Employed -1.18 12.05% 13.23% 15.06% 17.79% Return on Working Capital 17.25 -49.17% -66.42% -103.89% -154% Return on Assets -0.76 7.07% 7.83% 9.21% 11.78% Return on Fixed Assets -1.23 11.77% 13.00% 15.57% 18.61% Cost Ratios Operating costs (% of Sales) 0.14 96.61% 96.46% 95.79% 93.87% Administration costs (% of Sales) 0.30 4.35% 4.05% 4.17% 4.43% Interest costs (% of Sales) -0.03 0.37% 0.40% 0.37% 0.42% Liquidity Ratios Current Ratio -8.26% 0.65 0.71 0.77 0.77 Cash Ratio 34.03% 0.16 0.12 0.16 0.19 Leverage Ratios Debt to Equity Ratio -11.38% 0.42 0.48 0.38 0.45 Debt to Capital Ratio -7.99% 0.30 0.32 0.27 0.31 Interest Coverage Ratio 4.96% 9.22 8.78 11.41 14.72 Efficiency Ratios Fixed Asset Turnover -5.62% 3.47 3.68 3.70 3.03 Asset Turnover -5.96% 2.08 2.21 2.19 1.92 Current Asset Turnover 1.16% 7.72 7.63 7.31 7.35 Working Capital Turnover -22.86% -14.48 -18.78 -24.69 -25.11 Capital Employed Turnover -5.37% 3.25 3.44 3.59 2.92 Improved Decline Public: Domestic Company – Company A (2/4) OIL AND GAS MARKET IN CHINA 2014.PPT
  21. 21. 21 SAMPLEKey Business Segments Key Geographic Segments Key Recent Developments Description News Overview • XX Reserves • XX Business highlights • XX 27.8% 31.3% 30.9% 31.2% 31.0% 29.2% 27.8% 26.9% 27.0% 28.0%26.0%24.0% 9.9% 5.0%5.4%5.6% 0% 50% 100% 2013 9.0% 2012 8.7% 2011 9.7% 2010 5.6% DBECA 78% 75% 73% 25% 27%22% 100% 0% 50% 100% 2012 201320112010 0% BA Public: Domestic Company – Company A (3/4) OIL AND GAS MARKET IN CHINA 2014.PPT
  22. 22. 22 SAMPLE •XX •XX •XX•XX TO WS Public: Domestic Company – Player A (4/4) OIL AND GAS MARKET IN CHINA 2014.PPT Strength Weakness Opportunity Threat
  23. 23. 23 SAMPLE Private: Domestic Company – Player B (1/3) Key People Products and Services Company Information Locations – China Corporate Address XX Tel No. XX Fax No. XX Website XX Year of Incorporation XX Category Products/Services Turbines XX Services XX Name Designation Liu Dongyuan XX Headquarters Other Offices WIND ENERGY MARKET IN CHINA 2014.PPT
  24. 24. 24 SAMPLE Description News Overview XX Certification XX Project Development XX Key Recent Developments Private: Domestic Company – Player B (2/3) WIND ENERGY MARKET IN CHINA 2014.PPT
  25. 25. 25 SAMPLE •XX •XX •XX•XX TO WS Private: Domestic Company – Player C (3/3) WIND ENERGY MARKET IN CHINA 2014.PPT
  26. 26. 26 SAMPLEStrategic Recommendations Focus on AA Sector • XX AAAAAA Focus on BB Sector • XX CC • XX OIL AND GAS MARKET IN CHINA 2014.PPT
  27. 27. 27 Thank you for the attention About Netscribes Netscribes is a knowledge-consulting and solutions firm with clientele across the globe. The company’s expertise spans areas of investment & business research, business & corporate intelligence, content-management services, and knowledge-software services. At its core lies a true value proposition that draws upon a vast knowledge base. Netscribes is a one-stop shop designed to fulfil clients’ profitability and growth objectives. The Wind Energy Market – China report is a part of Netscribes’ Energy Industry Series. For more detailed information or customized research requirements please contact: Disclaimer: This report is published for general information only. Although high standards have been used the preparation, Research on India, Netscribes (India) Pvt. Ltd. or “Netscribes” is not responsible for any loss or damage arising from use of this document. This document is the sole property of Netscribes (India) Pvt. Ltd. and prior permission is required for guidelines on reproduction. Phone: +91 22 4026 7600 E-Mail: sales@netscribes.com WIND ENERGY MARKET IN CHINA 2014.PPT

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